Hello from Helios Capital Partners!
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Welcome to our Fall Newsletter! We’re excited to share some updates from our team with you, from personal milestones to team celebrations and professional achievements. We hope you enjoy catching up with us—and as always, we’re grateful to be part of your journey.
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We are proud to announce that Forbes has recognized David Tyler, Daniel Griepenburg, and David Rossett as Best-In-State Top Financial Security Professionals for the third year in a row! A huge thank you to our clients for your trust and support, and to our team for the continued hard work that makes this possible!
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Helios Capital Partners team
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In July, Helios Capital Partners held their quarterly off-site meeting. The day was dedicated to setting internal metrics, reviewing goals, and working through key priorities for the quarter ahead. Taking time away from the usual routine gave the team space to focus, collaborate, and align on what matters most.
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For the past 20 years, David Rossett has been an active participant in Strategic Coach, one of the world’s leading entrepreneurial coaching programs. His commitment to ongoing learning isn’t just about improving the way we run our business—it’s about finding new ways to create value in our clients’ lives. In June, David spent time with one of his coaches in Toronto, reflecting on strategies to strengthen both personal and professional growth. Experiences like these remind us that the best investments are often in continuous learning and relationships.
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David and Chad in Santa Monica
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Greg and Edyta at the NM Annual Meeting
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Every July, the Northwestern Mutual Annual Meeting takes place at our corporate headquarters in Milwaukee, WI. Members from our firm, Dan Griepenburg, David Tyler, Greg Duckworth, and Edyta Niezgoda, attended and enjoyed a week of inspiring speakers, networking with some of the most talented people in the industry, and insightful updates on the company and best practices. They returned to our office energized and grateful for the memories with each other!
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Helios Capital Partners was proud to sponsor a hole at the Swing Fore a Cure golf tournament in support of Alex’s Lemonade Stand Foundation for Childhood Cancer. It was a fantastic day on the green, rallying together for a meaningful cause!
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Dan Griepenburg representing the Helios team
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Our team had a great time at a pizza-making night at the Institute of Culinary Education! Guided by Chef Rich LaMarita, we rolled up our sleeves alongside some clients to make pizzas completely from scratch.
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In June, David Rossett completed the Rock ‘n’ Roll San Diego Half Marathon alongside his friend, Rob Pearlstein. The race began at beautiful Balboa Park and finished in the heart of downtown San Diego. Congratulations to both David and Rob on this incredible achievement!
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Rock ‘n’ Roll San Diego Half Marathon
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The Tyler family on vacation in Maine
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David Tyler, his wife Meaghan, and their two children traded city skylines for scenic lakeshore views on a memorable family trip to Maine. The Tylers made the most of their lake escape, and it was a perfect way to recharge and spend quality time together, surrounded by nature.
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We’re proud to share that earlier this year, our Director of Insurance Operations, Edyta Niezgoda, passed her Tools and Techniques of Life Insurance exam—an important step in her ongoing professional development. This milestone reflects not only her dedication and hard work, but also our team’s commitment to continually deepening our expertise. Congratulations, Edyta, on this well-earned achievement!
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David's son, Jonah Rossett, graduated from Drexel University in June with a degree in Interior Design. It was a proud moment for David and his wife, Betsy, as Jonah achieved this exciting
milestone and continued to the next chapter in his journey. Congratulations, Jonah!
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Dan Griepenburg, his wife Tara, and their three children enjoyed a sun-soaked getaway to idyllic Long Beach Island. The Griepenburgs love the island’s charming seaside atmosphere and coastal beauty, making it the perfect place to relax, reconnect, and create lasting memories as a family.
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The Griepenburg family getaway to Long Beach Island
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